The Finseca Elevate Annual Conference is designed specifically for professionals who are passionate about the financial security profession and want to learn and network with the best and brightest. This annual event is designed to inspire, educate, and celebrate the profession. Together, we will create an environment that enables people to protect and enhance financial…
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Notre Dame Tax and Estate Planning Institute
September 26, 2019 - September 27, 2019
AALU’s Chris Morton and Past-Chair David Byers will speak at the Notre Dame Tax and Estate Planning Institute. The Institute will present topics of interest to a broad range of estate planning professionals. Morton and Byers, along with Jonathan Forster, will cover “Best Practices for Partnering Between Lawyers, Financial Advisors and Trust Companies with the Life Insurance Industry.”